As a Personal Financial Representative in Rochester, I've gotten to know many local families. I understand that when it comes to planning for your financial future, each person's needs are unique. That's why when you contact me at my Rochester office, you'll receive personalized service based on your needs. I look forward to helping you prepare a strategy to achieve your financial goals. From education to retirement, my ongoing priority is to help you to create a financial strategy to achieve the peace of mind that you deserve.

For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.

For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.

For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.

For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.

For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.

For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.

For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.

Our company and its affiliates are established leaders in the financial services industry. With our experience and knowledge, we offer customized guidance and strategies to our clients. Our firm's reputation for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement.

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services: Tax management, Investment management, Retirement strategies, Estate conservation, and Insurance and annuity products.

We offer a complete range of financial services for the high net worth investor located in and around Rochester, New York. We specialize in helping clients develop a comprehensive, investment strategy designed to address their unique needs and enabling them to pursue both short- and long-term objectives while navigating a complex market environment.

We are a full service insurance and financial services firm committed to helping our clients build comprehensive, goal oriented plans. We are affiliated with United Wealth Advisors Group and have advisers and offices throughout the U.S. We offer a wide range of financial products from quality insurance companies. We work closely with attorneys, accountants, and other financial professionals to implement customized strategies to meet the unique needs of clients who have a need for large life insurance policies for business or personal reasons. We also have experience in working with foreign national and international visitors to the U.S.

As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future.

The Financial Guys in Buffalo are Western New York's Most Trusted Advisors. Swing by our office to visit The Financial Guys and let our financial advisors help you plan your financial future!

Your One-Stop Financial Shop

At Ever Green Wealth Management, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients' individual needs and goals, both short and long-term. Retirement is a significant milestone in one's life. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, unbiased advice, and objective guidance. Start preparing for tomorrow's retirement today by contacting us to learn more or to set up a commitment-free introductory meeting.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Rochester, NY area, John Brandt will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

At Dash Capital Advisors, we approach your financial picture from a wide angle lens and build long-term, trusted relationships while working to pursue your goals. To us, you're not just a number or portfolio. You are our priority and we have built our firm around helping you succeed.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Rochester, NY area, Daniel Driscoll will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Rochester, NY area, Zachary M Wagner will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Rochester, NY area, Jordan M Orvek will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Rochester, NY area, Daniel Hayes will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Your Investor Center can help with everything from building a plan to selecting the accounts that may be right for you. Come visit us today. We offer the following services: Annuities, College planning, Estate planning strategies, Investment guidance, Life insurance, Retirement planning, Wealth planning strategies. Located in Pittsford Plaza.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Brockport, NY area, Normand R Fluet Jr will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

We believe that most people are experiencing some internal turmoil over the "right" thing to do with their finances. Whether it be over cash flow decisions, estate planning, wealth management, investing, social security choices, business succession or even competing goals such as paying for college and being able to retire.

We're Relocating: The Rochester Investor Center is relocating to 2780 Monroe Ave Suite 201, Rochester, NY 14618 Tuesday, 2/21/2022.

Opening on Tuesday 2/21/2022. Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your advisor or call your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.

Our wealth management advisors in TIAA's Rochester, NY office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (877) 209-3144.

Gallagher is a global leader in insurance, risk management and consulting services. For over 90 years, we've been providing solutions by putting the needs of our clients first through The Gallagher Way.

Tailored solutions to strengthen your financial future, so you can focus on what brings true meaning to your life.

At Council Rock Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Rochester, NY area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Rochester, NY area, Nannette P Nocon will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

At Council Rock Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Rochester, NY area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

At Cadence Wealth Management Solutions, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Rochester, NY area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

With a history dating back to 1879, Bankers Life provides a broad selection of life insurance and health insurance products designed especially for Americans who are near or in retirement. With over 200 offices across the country, our 3,800+ insurance agents/producers live and work in the communities they serve. Our agents/producers at the local Bankers Life office in Pittsford, NY take the time to get to know you as their customers, listen to your needs and values, and are dedicated to helping you meet your goals for a secure retirement. Get to know Bankers Life - and learn why our 1.3 million customers trust us to help protect their financial future, ensuring a healthier and rewarding retirement. The Bankers Life brand is a part of CNO Financial Group, Inc., whose companies provide insurance solutions that help protect the health and retirement needs of working Americans and retirees.

For 120 years, people have come to Northwest with dreams and ambitions. Sometimes, the solutions aren't so obvious or easy. Sometimes, we have to work a little harder to find the best answer and achieve success. At Northwest, we're passionate about helping people. Connecting them with the right products and services to reach their financial goals, whether they come to us to bank, borrow, invest or plan. With locations in Pennsylvania, Ohio, New York and Indiana, we take pride in our work and care about others. Because when they succeed, we succeed.

For 120 years, people have come to Northwest with dreams and ambitions. Sometimes, the solutions aren't so obvious or easy. Sometimes, we have to work a little harder to find the best answer and achieve success. At Northwest, we're passionate about helping people. Connecting them with the right products and services to reach their financial goals, whether they come to us to bank, borrow, invest or plan. With locations in Pennsylvania, Ohio, New York and Indiana, we take pride in our work and care about others. Because when they succeed, we succeed.

Tax Defense Network is a national tax debt resolution company that assists individuals and small business owners by providing affordable solutions for their tax problems. Since 2007, we've consulted on more than $18 billion in tax debt and have earned an A+ rating from the Better Business Bureau. We employ hundreds of licensed tax professionals across the United States, so we can provide assistance no matter where you live. If you need help with a tax issue (federal or state), call us today for a free consultation.

Alliance Advisory Group, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardian's offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.

We provide advice and direction that comes not just from market expertise and experience, but from listening to you, our client. We place you at the center of your financial plan.